2025-10-24T10:13:40-04:00 2024-12-31 931357212 BERG AND BERG SERVICES LLC 304 N SNEAD STREET ASHLAND VA 23005 990 2024-01-01 541542730 VIRGINIA HOUSING ALLIANCE VIRG 8043064448 2800 PATTERSON AVENUE 302 RICHMOND VA 23221 BRIAN KOZIOL EXECUTIVE DIRECTOR 8043064448 2025-10-21 true false LORRAINE E BERG P01207894 8049080641 2025-10-21 2024 2025-03-06 01:10:19Z KELLY EVANS 1518593 false X WWW.VAHOUSINGALLIANCE.ORG X 1990 VA TRACING ITS ROOTS TO THE 1980S, THE VIRGINIA HOUSING ALLIANCE (VHA) IS THE STATEWIDE LEADER IN EXPANDING HOUSING OPPORTUNITIES, STRENGTHENING THE CAPACITY OF AFFORDABLE HOUSING AND HOMELESSNESS SERVICE ORGANIZATIONS, AND ADVANCING EFFECTIVE HOUSING POLICY ACROSS THE COMMONWEALTH. VHA EDUCATES THE PUBLIC ABOUT VIRGINIA'S HOUSING CHALLENGES, ADVOCATES FOR PROVEN SOLUTIONS, AND SUPPORTS THE PROFESSIONALS AND ORGANIZATIONS WORKING TO ENSURE EVERYONE HAS ACCESS TO SAFE, STABLE, AND AFFORDABLE HOUSING. 12 12 10 0 1048331 1337342 5465 42053 0 -165805 -152219 887991 1227176 8815 10385 0 515061 700001 0 118078 309844 477655 833720 1188041 54271 39135 969947 953827 399495 344240 570452 609587 X TRACING ITS ROOTS TO THE 1980S, THE VIRGINIA HOUSING ALLIANCE (VHA) IS THE STATEWIDE LEADER IN EXPANDING HOUSING OPPORTUNITIES, STRENGTHENING THE CAPACITY OF AFFORDABLE HOUSING AND HOMELESSNESS SERVICE ORGANIZATIONS, AND ADVANCING EFFECTIVE HOUSING POLICY ACROSS THE COMMONWEALTH. VHA EDUCATES THE PUBLIC ABOUT VIRGINIA'S HOUSING CHALLENGES, ADVOCATES FOR PROVEN SOLUTIONS, AND SUPPORTS THE PROFESSIONALS AND ORGANIZATIONS WORKING TO ENSURE EVERYONE HAS ACCESS TO SAFE, STABLE, AND AFFORDABLE HOUSING. false false 292257 2500 PROGRAM SERVICE AREA 1: VHA LEADS STATEWIDE ADVOCACY EFFORTS TO ADVANCE AFFORDABLE HOUSING AND HOMELESSNESS SOLUTIONS AT THE STATE AND FEDERAL LEVELS. LEGISLATIVE COMMITTEE AND HOUSING DAY: VHA'S LEGISLATIVE COMMITTEE WORKS YEAR-ROUND TO DEVELOP POLICY PRIORITIES AND GUIDE THE ORGANIZATION'S ADVOCACY AGENDA. EACH YEAR, VHA HOSTS HOUSING DAY AT THE GENERAL ASSEMBLY IN RICHMOND, CONVENING APPROXIMATELY 125 HOUSING ADVOCATES FROM ACROSS VIRGINIA FOR TRAINING AND MEETINGS WITH LEGISLATORS TO DISCUSS AFFORDABLE HOUSING AND HOMELESSNESS NEEDS IN THEIR COMMUNITIES. FEDERAL ADVOCACY: VHA COORDINATES CAPITOL HILL DAY VISITS IN PARTNERSHIP WITH THE NATIONAL LOW INCOME HOUSING COALITION AND THE NATIONAL ALLIANCE TO END HOMELESSNESS, CONNECTING VIRGINIA ADVOCATES WITH FEDERAL LAWMAKERS TO ELEVATE THE COMMONWEALTH'S HOUSING PRIORITIES. ENERGY EFFICIENCY FOR ALL VIRGINIA (EEFA-VA): FORMERLY THE MULTIFAMILY ENERGY EFFICIENCY COALITION, EEFA-VA IS A STATEWIDE PARTNERSHIP LED BY VHA TO PROMOTE ENERGY EFFICIENCY UPGRADES FOR AFFORDABLE MULTIFAMILY HOUSING. THE GOAL IS TO ACHIEVE AN AVERAGE 25% REDUCTION IN ANNUAL ENERGY USE ACROSS 25% OF ELIGIBLE MULTIFAMILY UNITS BY 2025 - THE "25 BY 25" GOAL. MORE INFORMATION IS AVAILABLE AT EEFAVA.ORG. 5,000 FAMILIES CAMPAIGN: VHA LEADS THE 5,000 FAMILIES CAMPAIGN, A CROSS-SECTOR INITIATIVE TO ESTABLISH A STATE-FUNDED RENTAL ASSISTANCE PROGRAM FOR LOW-INCOME HOUSEHOLDS WITH SCHOOL-AGE CHILDREN, PROMOTING HOUSING STABILITY AND IMPROVED EDUCATIONAL OUTCOMES. LEARN MORE AT 5000FAMILIES.COM. 235238 PROGRAM SERVICE AREA 2: CAPACITY BUILDING VHA IS COMMITTED TO BUILDING THE CAPACITY OF THE NONPROFIT HOUSING SECTOR ACROSS THE COMMONWEALTH. VIRGINIA HOUSING ALLIANCE AMERICORPS VISTA PROGRAM: VHA PLACES FULL-TIME, YEAR-LONG AMERICORPS VISTA MEMBERS AT NONPROFITS AND PUBLIC AGENCIES ACROSS THE COMMONWEALTH THAT ARE ADDRESSING HOUSING INSTABILITY AND HOMELESSNESS. VHA VISTA MEMBERS SERVE AT LOCAL CONTINUUM OF CARE (COC) AND LOCAL PLANNING GROUP (LPG) AGENCIES, COMMUNITY DEVELOPMENT CORPORATIONS, NONPROFIT ORGANIZATIONS, AND LOCAL HOUSING DEPARTMENTS. THEY PROVIDE CRITICAL CAPACITY-BUILDING AND LEADERSHIP SUPPORT TO: 1.ADVANCE EVIDENCE-BASED, HOUSING-FOCUSED SOLUTIONS TO END HOMELESSNESS; 2.IMPROVE DATA QUALITY AND APPLICATION IN DECISION-MAKING; 3.STRENGTHEN COMMUNITY PARTNERSHIPS AND ENGAGEMENT; AND 4.DEVELOP RESOURCES AND SYSTEMS TO ENHANCE ORGANIZATIONAL SUSTAINABILITY AND EFFICIENCY. 10385 10385 PROGRAM SERVICE AREA 3: NONPROFIT VOTE PARTNERSHIP IN PARTNERSHIP WITH NONPROFIT VOTE, VHA SUPPORTS NONPARTISAN CIVIC ENGAGEMENT AMONG HOUSING AND SERVICE PROVIDERS. MEMBER ORGANIZATIONS RECEIVED MICROGRANTS AND RESOURCES TO PROMOTE VOTER REGISTRATION AND EDUCATION WITHIN THEIR COMMUNITIES, ENSURING THAT THE VOICES OF RESIDENTS AND STAFF ARE REPRESENTED IN THE DEMOCRATIC PROCESS. 247732 39553 PROGRAM SERVICE AREA 4: EVENTS AND TRAINING VHA PROVIDES PROFESSIONAL DEVELOPMENT AND NETWORKING OPPORTUNITIES FOR VIRGINIA'S AFFORDABLE HOUSING AND HOMELESSNESS SECTORS. HOUSING VIRGINIA'S MOST VULNERABLE CONFERENCE: THIS ANNUAL EVENT IS VIRGINIA'S PREMIER PROFESSIONAL DEVELOPMENT OPPORTUNITY FOR FRONTLINE SERVICE PROVIDERS WORKING IN HOMELESSNESS RESPONSE AND SUPPORTIVE HOUSING. IT EXPLORES EMERGING BEST PRACTICES AND INNOVATIONS IN SERVING THE COMMONWEALTH'S MOST VULNERABLE POPULATIONS. HOUSING CREDIT CONFERENCE: VHA'S ANNUAL HOUSING CREDIT CONFERENCE CONVENES TAX PROFESSIONALS, DEVELOPERS, HOUSING AUTHORITIES, AND NONPROFIT ORGANIZATIONS TO DISCUSS TRENDS, POLICIES, AND STRATEGIES RELATED TO THE LOW-INCOME HOUSING TAX CREDIT (LIHTC) PROGRAM. EDUCATIONAL WEBINARS AND TRAINING: WITH SUPPORT FROM THE VIRGINIA DEPARTMENT OF BEHAVIORAL HEALTH AND DEVELOPMENTAL SERVICES (DBHDS), VHA DELIVERS MONTHLY EDUCATIONAL SESSIONS FOR DBHDS GRANTEES, NONPROFIT PARTNERS, AND THE GENERAL PUBLIC ON TOPICS RELATED TO PERMANENT SUPPORTIVE HOUSING, HOMELESSNESS ASSISTANCE, AND HOUSING STABILITY. HOUSING LEADERSHIP INSTITUTE (HLI): THIS 10-MONTH INTENSIVE LEADERSHIP PROGRAM IS DESIGNED FOR MID-CAREER HOUSING PROFESSIONALS FROM ACROSS THE FIELD TO BUILD THEIR TRAJECTORY INTO EXECUTIVE LEADERSHIP IN THE INDUSTRY. HISTORICALLY, PATHWAYS INTO LEADERSHIP AT MANY HOUSING ORGANIZATIONS HAVE BEEN SILOED. HLI SEEKS TO OPEN UP THOSE PATHWAYS AND PREPARE OPPORTUNITY-MINDED INDIVIDUALS ALREADY WORKING TOWARD HOUSING SOLUTIONS FOR LEADERSHIP IN THE FIELD. 247732 39553 785612 true true false true false false false false false false false false false true true false true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 16 0 10 true false false false false false false false false X 12 12 false false true false false false false true true false false true true true true true true false false false X THE ORGANIZATION 8048409981 2800 PATTERSON AVE 302 RICHMOND VA 23221 BRIAN KOZIOL EXECUTIVE DI 40.00 X 146422 0 0 MELISSA BONDI DIRECTOR 2.00 X 0 0 0 MIKE CHIAPPA TREASURER 2.00 X X 0 0 0 KELLY EVANS PRESIDENT 2.00 X X 0 0 0 LISA FAJOHN DIRECTOR 2.00 X 0 0 0 JAY GRANT DIRECTOR 2.00 X 0 0 0 ERIK HOFFMAN DIRECTOR 2.00 X 0 0 0 CHANDRA HURST DIRECTOR 2.00 X 0 0 0 PAM KESTNER DIRECTOR 2.00 X 0 0 0 VALERIE LIGGINS DIRECTOR 2.00 X 0 0 0 SUNSHINE MATHON VICE PRESIDE 2.00 X X 0 0 0 JOY MYERS SECRETARY 2.00 X X 0 0 0 LAWRENCE PEARSON DIRECTOR 2.00 X 0 0 0 146422 1 false false false 37878 392857 10000 162557 734050 1337342 TRAINING REGISTRATIONS 39553 39553 CONSULTING SERVICES 2500 2500 42053 133992 392857 291417 -157425 -157425 REWARDS 3024 3024 MISCELLANOUS 2182 2182 5206 1227176 42053 -152219 X 8000 8000 2385 2385 146422 85186 61236 437718 296389 61570 79759 16410 10119 3938 2353 53445 28293 19243 5909 46006 29784 9804 6418 14850 14850 100 100 199424 127327 70597 1500 10325 6788 2144 1393 21713 16141 3303 2269 13457 4845 1559 7053 57139 37325 12012 7802 27299 23645 2912 742 74673 61895 10709 2069 5086 5086 VISTA COST SHARE 36816 36816 MEALS 10567 8385 2022 160 DUES & SUBSCRIPTIONS 2939 1920 618 401 BANK CHARGES 2311 2311 956 269 437 250 1188041 785612 284351 118078 573181 659983 57175 944 1689 11242 18244 327405 273911 969947 953827 47099 42661 4413 347983 301579 399495 344240 X 490685 467151 79767 142436 570452 609587 969947 953827 39135 X false true X true false X 702008 604913 838455 1048331 1337342 4531049 702008 604913 838455 1048331 1337342 4531049 624191 3906858 610 610 95053 95053 4626712 59647 0.84440 0.90640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3559 20683 24242 1163799 1188041 193804 48451 193804 193804 290706 24242 24242 48451 48451 72677 3559 3559 SCHEDULE C, PART II-A 2024 IS THE FIRST YEAR 501(H) ELECTION IS IN EFFECT. THE ORGANIZATION SATISFIED THE EXPENDITURE LIMIT TESTS FOR 2024 AND IS THEREFORE NOT REQUIRED TO PROVIDE PRIOR YEAR INFORMATION. OPERATING LEASE RIGHT OF USE, NET 271132 DEPOSITS 2779 273911 LEASE LIABILITY 293518 CREDIT CARDS PAYABLE 6881 PAYROLL LIABILITIES 1180 301579 1227176 1227176 1227176 1188041 1188041 1188041 SPECIAL EVENTS 526849 392857 133992 155631 10020 125766 526849 392857 133992 155631 10020 125766 291417 -157425 FORM 990 - ORGANIZATION'S MISSION TRACING ITS ROOTS TO THE 1980S, THE VIRGINIA HOUSING ALLIANCE (VHA) IS THE STATEWIDE LEADER IN EXPANDING HOUSING OPPORTUNITIES, STRENGTHENING THE CAPACITY OF AFFORDABLE HOUSING AND HOMELESSNESS SERVICE ORGANIZATIONS, AND ADVANCING EFFECTIVE HOUSING POLICY ACROSS THE COMMONWEALTH. VHA EDUCATES THE PUBLIC ABOUT VIRGINIA'S HOUSING CHALLENGES, ADVOCATES FOR PROVEN SOLUTIONS, AND SUPPORTS THE PROFESSIONALS AND ORGANIZATIONS WORKING TO ENSURE EVERYONE HAS ACCESS TO SAFE, STABLE, AND AFFORDABLE HOUSING. FORM 990, PAGE 2, PART III, LINE 4A PROGRAM SERVICE AREA 1: VHA LEADS STATEWIDE ADVOCACY EFFORTS TO ADVANCE AFFORDABLE HOUSING AND HOMELESSNESS SOLUTIONS AT THE STATE AND FEDERAL LEVELS. LEGISLATIVE COMMITTEE AND HOUSING DAY: VHA'S LEGISLATIVE COMMITTEE WORKS YEAR-ROUND TO DEVELOP POLICY PRIORITIES AND GUIDE THE ORGANIZATION'S ADVOCACY AGENDA. EACH YEAR, VHA HOSTS HOUSING DAY AT THE GENERAL ASSEMBLY IN RICHMOND, CONVENING APPROXIMATELY 125 HOUSING ADVOCATES FROM ACROSS VIRGINIA FOR TRAINING AND MEETINGS WITH LEGISLATORS TO DISCUSS AFFORDABLE HOUSING AND HOMELESSNESS NEEDS IN THEIR COMMUNITIES. FEDERAL ADVOCACY: VHA COORDINATES CAPITOL HILL DAY VISITS IN PARTNERSHIP WITH THE NATIONAL LOW INCOME HOUSING COALITION AND THE NATIONAL ALLIANCE TO END HOMELESSNESS, CONNECTING VIRGINIA ADVOCATES WITH FEDERAL LAWMAKERS TO ELEVATE THE COMMONWEALTH'S HOUSING PRIORITIES. ENERGY EFFICIENCY FOR ALL VIRGINIA (EEFA-VA): FORMERLY THE MULTIFAMILY ENERGY EFFICIENCY COALITION, EEFA-VA IS A STATEWIDE PARTNERSHIP LED BY VHA TO PROMOTE ENERGY EFFICIENCY UPGRADES FOR AFFORDABLE MULTIFAMILY HOUSING. THE GOAL IS TO ACHIEVE AN AVERAGE 25% REDUCTION IN ANNUAL ENERGY USE ACROSS 25% OF ELIGIBLE MULTIFAMILY UNITS BY 2025 - THE "25 BY 25" GOAL. MORE INFORMATION IS AVAILABLE AT EEFAVA.ORG. 5,000 FAMILIES CAMPAIGN: VHA LEADS THE 5,000 FAMILIES CAMPAIGN, A CROSS-SECTOR INITIATIVE TO ESTABLISH A STATE-FUNDED RENTAL ASSISTANCE PROGRAM FOR LOW-INCOME HOUSEHOLDS WITH SCHOOL-AGE CHILDREN, PROMOTING HOUSING STABILITY AND IMPROVED EDUCATIONAL OUTCOMES. LEARN MORE AT 5000FAMILIES.COM. FORM 990, PAGE 2, PART III, LINE 4B PROGRAM SERVICE AREA 2: CAPACITY BUILDING VHA IS COMMITTED TO BUILDING THE CAPACITY OF THE NONPROFIT HOUSING SECTOR ACROSS THE COMMONWEALTH. VIRGINIA HOUSING ALLIANCE AMERICORPS VISTA PROGRAM: VHA PLACES FULL-TIME, YEAR-LONG AMERICORPS VISTA MEMBERS AT NONPROFITS AND PUBLIC AGENCIES ACROSS THE COMMONWEALTH THAT ARE ADDRESSING HOUSING INSTABILITY AND HOMELESSNESS. VHA VISTA MEMBERS SERVE AT LOCAL CONTINUUM OF CARE (COC) AND LOCAL PLANNING GROUP (LPG) AGENCIES, COMMUNITY DEVELOPMENT CORPORATIONS, NONPROFIT ORGANIZATIONS, AND LOCAL HOUSING DEPARTMENTS. THEY PROVIDE CRITICAL CAPACITY-BUILDING AND LEADERSHIP SUPPORT TO: 1.ADVANCE EVIDENCE-BASED, HOUSING-FOCUSED SOLUTIONS TO END HOMELESSNESS; 2.IMPROVE DATA QUALITY AND APPLICATION IN DECISION-MAKING; 3.STRENGTHEN COMMUNITY PARTNERSHIPS AND ENGAGEMENT; AND 4.DEVELOP RESOURCES AND SYSTEMS TO ENHANCE ORGANIZATIONAL SUSTAINABILITY AND EFFICIENCY. FORM 990, PAGE 2, PART III, LINE 4D PROGRAM SERVICE AREA 4: EVENTS AND TRAINING VHA PROVIDES PROFESSIONAL DEVELOPMENT AND NETWORKING OPPORTUNITIES FOR VIRGINIA'S AFFORDABLE HOUSING AND HOMELESSNESS SECTORS. HOUSING VIRGINIA'S MOST VULNERABLE CONFERENCE: THIS ANNUAL EVENT IS VIRGINIA'S PREMIER PROFESSIONAL DEVELOPMENT OPPORTUNITY FOR FRONTLINE SERVICE PROVIDERS WORKING IN HOMELESSNESS RESPONSE AND SUPPORTIVE HOUSING. IT EXPLORES EMERGING BEST PRACTICES AND INNOVATIONS IN SERVING THE COMMONWEALTH'S MOST VULNERABLE POPULATIONS. HOUSING CREDIT CONFERENCE: VHA'S ANNUAL HOUSING CREDIT CONFERENCE CONVENES TAX PROFESSIONALS, DEVELOPERS, HOUSING AUTHORITIES, AND NONPROFIT ORGANIZATIONS TO DISCUSS TRENDS, POLICIES, AND STRATEGIES RELATED TO THE LOW-INCOME HOUSING TAX CREDIT (LIHTC) PROGRAM. EDUCATIONAL WEBINARS AND TRAINING: WITH SUPPORT FROM THE VIRGINIA DEPARTMENT OF BEHAVIORAL HEALTH AND DEVELOPMENTAL SERVICES (DBHDS), VHA DELIVERS MONTHLY EDUCATIONAL SESSIONS FOR DBHDS GRANTEES, NONPROFIT PARTNERS, AND THE GENERAL PUBLIC ON TOPICS RELATED TO PERMANENT SUPPORTIVE HOUSING, HOMELESSNESS ASSISTANCE, AND HOUSING STABILITY. HOUSING LEADERSHIP INSTITUTE (HLI): THIS 10-MONTH INTENSIVE LEADERSHIP PROGRAM IS DESIGNED FOR MID-CAREER HOUSING PROFESSIONALS FROM ACROSS THE FIELD TO BUILD THEIR TRAJECTORY INTO EXECUTIVE LEADERSHIP IN THE INDUSTRY. HISTORICALLY, PATHWAYS INTO LEADERSHIP AT MANY HOUSING ORGANIZATIONS HAVE BEEN SILOED. HLI SEEKS TO OPEN UP THOSE PATHWAYS AND PREPARE OPPORTUNITY-MINDED INDIVIDUALS ALREADY WORKING TOWARD HOUSING SOLUTIONS FOR LEADERSHIP IN THE FIELD. FORM 990, PAGE 6, PART VI, LINE 4 MADE 501(H) ELECTION TO BE IN EFFECT FOR THE 2024 TAX YEAR. FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT OF THE 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR AND ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. THE EXECUTVE COMMITTEE REVIEWS THE DOCUMENT IN DETAIL WITH THE EXECUTIVE DIRECTOR AND THE FULL BOARD REVIEWS AND APPROVES THE FORM 990 PRIOR TO SUBMISSION. FORM 990, PAGE 6, PART VI, LINE 12C ENFORCEMENT OF CONFLICTS POLICY EVERY YEAR, EACH NEW AND RETURNING BOARD MEMBER IS GIVEN THE WRITTEN CONFLICT OF INTEREST POLICY TO REVIEW, SIGN AND RETURN TO THE PRESIDENT OF THE BOARD, ALONG WITH THE GOVERNANCE COMMITTEE CHAIR AND EXECUTIVE DIRECTOR. IF AT ANY TIME ANY BOARD MEMBERS, KEY STAFF, OR STAKEHOLDERS BECOME AWARE OF A CONFLICT OF INTEREST BY ANOTHER BOARD MEMBER, THIS IS DISCUSSED AND HANDLED FIRST THROUGH THE GOVERNANCE COMMITTEE, WITH FINAL ACTION BEING VOTED UPON (AS APPROPRIATE) BY THE FULL VHA BOARD - SHOULD A CONFLICT OF INTEREST CONCERN BE FOUNDED FOR THE BOARD MEMBER IN QUESTION. ASIDE FROM REQUIRING NEW AND RETURNING BOARD MEMBERS TO READ AND SIGN VHA'S CONFLICT OF INTEREST POLICY ANNUALLY, VHA RELIES UPON AN HONOR SYSTEM FOR A BOARD MEMBER TO SELF-DISCLOSE ANY REAL OR PERCEIVED CONFLICTS THAT MAY COME UP THROUGHOUT THE CALENDAR YEAR. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G INTERN STIPENDS 3,000 0 0 CONSULTANTS 124,327 70,597 1,500 TOTAL 127,327 70,597 1,500 2024 IS THE FIRST YEAR 501(H) ELECTION IS IN EFFECT. THE ORGANIZATION SATISFIED THE EXPENDITURE LIMIT TESTS FOR 2024 AND IS THEREFORE NOT REQUIRED TO PROVIDE PRIOR YEAR INFORMATION.